1. Information We Collect

In order to prepare, file and advise you on your tax and accounting affairs, we may require to collect:

• Identity information: name, date of birth, contact information, and Social Insurance Number (SIN) or Business Number (BN)
• Financial information: income slips (T4, T5, etc.), financial statements, receipts, invoices, banking and investment information, payroll information
• Government information: notices, assessments and corresponding filings by CRA
• Website and communication information: information provided through contact forms, email, phone and website usage information (see Section 6)

This information will be collected directly from you, from your authorized representative or – upon your specific consent – from CRA’s official websites (e.g. Represent a Client).

2. Why We Collect Your Information

Your information will be collected and used exclusively for the following purposes, as expected by you:

• Preparing, reviewing and filing of personal, corporate and payroll tax returns
• Bookkeeping, advisory and payroll processing services
• Communicating with CRA on your behalf, upon authorization
• Handling of inquiries and scheduling consultations
• Satisfying our professional, legal and regulatory requirements as an accounting practice.

3. Consent

By using the services of Beta Taxes, you consent to the collection, use and disclosure of your personal information as detailed in this policy. In the case of when your SIN, bank information or authorization from the CRA is needed for a specific reason, you will be asked to give your consent prior to the use of that information. You can withdraw your consent at any time, except where prohibited by law or by contract by contacting us at the contact information provided below.

4. Disclosure to Third Parties

Your personal or financial information is not sold, rented or traded. We disclose information only in the following situations:

•  To the CRA or government agencies as required to file taxes or to answer tax assessments or audits on your behalf
• To service providers who provide support to us (e.g. secure cloud accounting programs, payroll processing companies) as part of confidentiality agreements to the extent required to perform their function
• As required by law, court order, or professional requirement

Any third party provider used by us is required to maintain the same level of security of your information through their confidentiality agreement.

5. Data Security

We implement administrative, technical and physical measures to protect your information, which includes:

• Using encryption to ensure data security while in transit and at rest
• Limiting access by restricting employees to need-to-know basis
• Using reliable cloud platforms for the storage and transfer of documents
• Conducting security reviews

It is impossible to fully guarantee the security of your information during its transmission and storage. In case of data breach, which poses a real risk of material harm, we will report it according to PIPEDA rules.

6. Website and Cookies

The website we operate might employ cookies or other forms of tracking technology. You may regulate cookie use by using browser controls. Our organization does not utilize the collected information from the website for the development of advertising profiles or sale to third parties.

7.  Retention of Data

Personal and financial data is kept no longer than required to accomplish the purposes listed in this Privacy Policy, and to satisfy CRA and professional record-keeping obligations (minimum six years as required by the Income Tax Act from the end of the relevant tax year). After that time, records are securely destroyed or anonymized.

8. Your Rights Under PIPEDA

As per the Personal Information Protection and Electronic Documents Act (PIPEDA), you have the following rights regarding your personal information:

• To access personal information held about you;
• To ask for correction of any personal information which is inaccurate or incomplete;
• To withdraw your consent to the use of personal information where such withdrawal is possible; and
• To complain to our firm or to the Office of the Privacy Commissioner of Canada if you think your privacy rights have been infringed.

9. Updates to This Policy

We reserve the right to modify this Privacy Policy at our sole discretion to accommodate the changes in practice or law. The most up-to-date version of this Privacy Policy is located at our website.

10. Contact Us

If you have questions or concerns about how we handle your information, or wish to exercise any of your privacy rights, please reach out:

Contact us
24/7 Helpline: +1 437 974 0596

A free 15-minute consultation is available for businesses.